Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.6M
3
+$15.2M
4
GE icon
GE Aerospace
GE
+$14.1M
5
T icon
AT&T
T
+$13.9M

Top Sells

1
+$11.2M
2
+$9.31M
3
+$8.91M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.76M
5
DTV
DIRECTV COM STK (DE)
DTV
+$7.19M

Sector Composition

1 Financials 12.5%
2 Technology 10.62%
3 Healthcare 10.42%
4 Consumer Staples 9.53%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.18M 0.06%
24,420
+1,014
302
$2.17M 0.06%
19,857
+11,176
303
$2.17M 0.06%
7,421
+281
304
$2.16M 0.06%
39,188
-12,474
305
$2.16M 0.06%
20,027
+5,260
306
$2.12M 0.06%
14,692
+2,653
307
$2.1M 0.05%
113,249
-23,594
308
$2.08M 0.05%
40,920
-1,383
309
$2.06M 0.05%
14,916
+7,043
310
$2.01M 0.05%
14,907
+193
311
$2.01M 0.05%
28,919
-783
312
$2.01M 0.05%
34,464
+2,240
313
$2M 0.05%
49,820
-5,839
314
$1.98M 0.05%
478,873
+70,835
315
$1.95M 0.05%
34,219
+14,792
316
$1.92M 0.05%
54,633
+37,968
317
$1.89M 0.05%
18,534
-1,506
318
$1.88M 0.05%
76,779
-148,136
319
$1.87M 0.05%
22,708
-1,269
320
$1.84M 0.05%
147,090
+11,130
321
$1.83M 0.05%
38,156
+25,577
322
$1.82M 0.05%
132,822
+518
323
$1.82M 0.05%
14,028
-1,357
324
$1.81M 0.05%
16,600
+1,029
325
$1.8M 0.05%
103,248
+8,957
11 12
13
14 15